Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CAPITAL PLANNING ADVISORS LLC
CRD 170266
|
ROSEVILLE, CA, United States | $1,500,673,606 | |
|
CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED
CRD 335103
|
MUMBAI, MAHARASHTRA, India | $1,498,860,000 | |
|
CLASS VI FAMILY OFFICE, LLC
CRD 285035
|
DENVER, CO, United States | $1,498,011,942 | |
|
FORUSALL ADVISORS, LLC
CRD 167241
|
$1,497,250,257 | ||
|
SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD 131359
|
LOS ANGELES, CA, United States | $1,497,133,263 | |
|
SANTA LUCIA ASSET MANAGEMENT PTE. LTD.
CRD 291669
|
SINGAPORE, Singapore | $1,495,000,000 | |
|
STONY POINT CAPITAL LLC
CRD 283066
|
NEW YORK, NY, United States | $1,494,730,819 | |
|
FOSUN ASSET MANAGEMENT LIMITED
CRD 288360
|
HONG KONG, Hong Kong | $1,494,379,141 | |
|
TOWER BRIDGE ADVISORS, INC.
CRD 115700
|
WEST CONSHOHOCKEN, PA, United States | $1,494,267,021 | |
|
LINEAR B PARTNERS LP
CRD 315185
|
NEW YORK, NY, United States | $1,493,980,824 | |
|
THE INFORMED MOMENTUM COMPANY LLC
CRD 144908
|
SOLANA BEACH, CA, United States | $1,493,859,551 | |
|
URBAN FINANCIAL ADVISORY CORP
CRD 110057
|
CHICAGO, IL, United States | $1,493,295,703 | |
|
MILL CAPITAL MANAGEMENT, LLC
CRD 312798
|
CONCORD, NC, United States | $1,493,124,380 | |
|
MOUNTAINGATE MANAGEMENT CO., LLC
CRD 294899
|
DENVER, CO, United States | $1,492,864,770 | |
|
VIRTUS CAPITAL ADVISERS, LLC
CRD 107346
|
HARTFORD, CT, United States | $1,492,592,624 | |
|
KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD.
CRD 174341
|
NEW YORK, NY, United States | $1,491,367,626 | |
|
MLG WEALTH MANAGEMENT, INC.
CRD 308193
|
WOODBURY, MN, United States | $1,491,320,609 | |
|
W.G.SHAHEEN & ASSOCIATES,LTD.
CRD 117307
|
ROCHESTER, NY, United States | $1,490,490,730 | |
|
BROOKSIDE EQUITY PARTNERS LLC
CRD 164429
|
STAMFORD, CT, United States | $1,490,162,708 | |
|
RETIREMENT INVESTMENT ADVISORS INC
CRD 106316
|
OKLAHOMA CITY, OK, United States | $1,489,750,468 | |
|
SPRINGCOAST CAPITAL PARTNERS, L.P.
CRD 327164
|
NEW YORK, NY, United States | $1,489,507,423 | |
|
ARCHFORD CAPITAL STRATEGIES, LLC
CRD 164482
|
SWANSEA, IL, United States | $1,489,117,927 | |
|
CCS PARTNERS LLC
CRD 329876
|
NEW YORK, NY, United States | $1,489,092,000 | |
|
FPLF MANAGEMENT LLC
CRD 331881
|
NEW YORK, NY, United States | $1,489,000,000 | |
|
WALLACE CAPITAL MANAGEMENT, INC.
CRD 119174
|
DALLAS, TX, United States | $1,488,904,952 | |
|
ISO-MTS CAPITAL MANAGEMENT LP
CRD 322648
|
GREENWICH, CT, United States | $1,488,516,025 | |
|
YUCAIPA MASTER MANAGER, LLC
CRD 158216
|
LOS ANGELES, CA, United States | $1,488,117,595 | |
|
ALLIED INVESTMENT ADVISORS LLC
CRD 159103
|
BILLINGS, MT, United States | $1,488,036,876 | |
|
ADELANTE CAPITAL MANAGEMENT LLC
CRD 107382
|
ALAMEDA, CA, United States | $1,488,002,915 | |
|
VERECAN CAPITAL MANAGEMENT INC.
CRD 336801
|
HALIFAX, Canada | $1,487,505,956 | |
|
AWM CAPITAL, LLC
CRD 287980
|
PHOENIX, AZ, United States | $1,487,239,767 | |
|
CAPITAL IMPACT ADVISORS, LLC
CRD 168313
|
BOSTON, MA, United States | $1,486,837,952 | |
|
SUNESIS ADVISORS, LLC
CRD 159114
|
OVERLAND PARK, KS, United States | $1,484,583,109 | |
|
SPARTAN WEALTH ADVISORY SERVICES LLC
CRD 331719
|
BINGHAM FARMS, MI, United States | $1,484,197,565 | |
|
QUANTUM FINANCIAL ADVISORS, LLC
CRD 317386
|
SANTA MONICA, CA, United States | $1,484,111,762 | |
|
FLEXIBLE PLAN INVESTMENTS LTD
CRD 110762
|
BLOOMFIELD HILLS, MI, United States | $1,484,076,880 | |
|
RANGER INVESTMENT MANAGEMENT,L.P.
CRD 124414
|
DALLAS, TX, United States | $1,483,846,197 | |
|
APRIEM ADVISORS
CRD 108188
|
IRVINE, CA, United States | $1,483,716,736 | |
|
ORIGAMI CAPITAL PARTNERS, LLC
CRD 160054
|
CHICAGO, IL, United States | $1,483,231,476 | |
|
NOVAQUEST CAPITAL MANAGEMENT, L.L.C.
CRD 160359
|
$1,483,025,000 | ||
|
COMPASS FINANCIAL GROUP, INC
CRD 157109
|
SIOUX FALLS, SD, United States | $1,482,712,000 | |
|
GABELLI & COMPANY INVESTMENT ADVISERS, INC.
CRD 137024
|
GREENWICH, CT, United States | $1,482,548,909 | |
|
CULLINAN ASSOCIATES, INC.
CRD 108340
|
LOUISVILLE, KY, United States | $1,481,599,773 | |
|
H. BARTON ASSET MANAGEMENT, LLC
CRD 161955
|
SAN FRANCISCO, CA, United States | $1,481,148,704 | |
|
ACUITAS INVESTMENTS, LLC
CRD 155782
|
SEATTLE, WA, United States | $1,481,084,662 | |
|
TBH GLOBAL ASSET MANAGEMENT, LLC
CRD 145536
|
BRENTWOOD, TN, United States | $1,481,058,389 | |
|
M1 ADVISORY SERVICES LLC
CRD 249787
|
CHICAGO, IL, United States | $1,480,000,000 | |
|
CZECH ASSET MANAGEMENT, L.P.
CRD 159308
|
STAMFORD, CT, United States | $1,479,887,835 | |
|
TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
CRD 106440
|
GLEN HEAD, NY, United States | $1,479,139,204 | |
|
NEBRODI PARTNERS, LLC
CRD 174280
|
HARTFORD, CT, United States | $1,479,000,000 |